ENERGY OPPORTUNITIES CAPITAL MANAGEMENT, LLC Information

6300 BEE CAVES RD, AUSTIN, Texas, 78746, (512) 477-0900

Report Date: 03/31/2015

Position Statistics

Total Positions 55
New Positions 8
Increased Positions 39
Decreased Positions 10
Positions with Activity 49
Sold Out Positions 4
Total Mkt Value (in $ millions) 405

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods 4.94%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy 90.48%
Financial 3.79%
Healthcare
Services
Technology
Transportation 0.09%
Utilities

55 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
HALLIBURTON CO COM 36,956 1,749 4.97 907,571
SCHLUMBERGER LTD COM 36,346 -915 (2.46) 435,338
BAKER HUGHES INC COM 36,228 10,663 41.71 610,929
CAMERON INTERNATIONAL CORP COM 18,106 -17,108 (48.58) 359,240
VALERO ENERGY CORP NEW COM 16,574 -995 (5.67) 253,657
NATIONAL OILWELL VARCO INC COM 15,509 -4,126 (21.01) 344,178
OCEANEERING INTL INC COM 14,647 8 .05 322,188
PATTERSON UTI ENERGY INC COM 13,071 6,367 94.99 765,701
EOG RES INC COM 12,560 826 7.04 147,612
VANGUARD INDEX FDS TOTAL STK MKT 11,821 New 110,170
DRIL-QUIP INC COM 11,720 -8,303 (41.47) 162,416
FMC TECHNOLOGIES INC COM 11,454 -12,965 (53.1) 296,344
HELMERICH & PAYNE INC COM 11,430 8,012 234.45 174,498
TESORO CORP COM 11,280 147 1.32 123,269
SUPERIOR ENERGY SVCS INC COM 11,269 6,496 136.10 571,435
WEATHERFORD INTL PLC ORD SHS 9,986 9,986 New 854,253
NABORS INDUSTRIES LTD SHS 8,015 5,783 259.06 609,948
ANADARKO PETE CORP COM 7,534 172 2.33 98,635
PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 7,333 253 3.57 171,732
ENBRIDGE ENERGY PARTNERS L P COM 7,093 198 2.87 213,144